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USPX vs. FAAR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

USPX vs. FAAR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin U.S. Equity Index ETF (USPX) and First Trust Alternative Absolute Return Strategy ETF (FAAR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, USPX achieves a 9.89% return, which is significantly lower than FAAR's 20.28% return. Over the past 10 years, USPX has outperformed FAAR with an annualized return of 12.68%, while FAAR has yielded a comparatively lower 4.74% annualized return.


USPX

1D
1.11%
1M
0.97%
YTD
9.89%
6M
10.11%
1Y
26.62%
3Y*
20.85%
5Y*
12.64%
10Y*
12.68%

FAAR

1D
0.31%
1M
-4.57%
YTD
20.28%
6M
20.86%
1Y
26.92%
3Y*
10.85%
5Y*
8.03%
10Y*
4.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

USPX vs. FAAR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
USPX
Franklin U.S. Equity Index ETF
9.89%17.78%24.97%27.07%-18.88%19.53%9.72%26.60%-7.78%23.80%
FAAR
First Trust Alternative Absolute Return Strategy ETF
20.28%8.07%5.97%-5.63%10.15%12.34%8.60%-1.28%-9.17%5.00%

Correlation

The correlation between USPX and FAAR is -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.07

Correlation (3Y)
Calculated over the trailing 3-year period

0.01

Correlation (5Y)
Calculated over the trailing 5-year period

0.04

Correlation (10Y)
Calculated over the trailing 10-year period

0.07

Correlation (All Time)
Calculated using the full available price history since Jun 3, 2016

0.07

The correlation between USPX and FAAR shifts across timeframes, from -0.07 (1 year) to 0.07 (10 years), reflecting how their relationship changes across market environments.

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Return for Risk

USPX vs. FAAR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

USPX
USPX Risk / Return Rank: 6666
Overall Rank
USPX Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
USPX Sortino Ratio Rank: 6565
Sortino Ratio Rank
USPX Omega Ratio Rank: 6666
Omega Ratio Rank
USPX Calmar Ratio Rank: 6161
Calmar Ratio Rank
USPX Martin Ratio Rank: 7171
Martin Ratio Rank

FAAR
FAAR Risk / Return Rank: 7171
Overall Rank
FAAR Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
FAAR Sortino Ratio Rank: 6666
Sortino Ratio Rank
FAAR Omega Ratio Rank: 5858
Omega Ratio Rank
FAAR Calmar Ratio Rank: 8787
Calmar Ratio Rank
FAAR Martin Ratio Rank: 7878
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

USPX vs. FAAR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin U.S. Equity Index ETF (USPX) and First Trust Alternative Absolute Return Strategy ETF (FAAR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


USPXFAARDifference
Sharpe ratioReturn per unit of total volatility

+0.09

Sortino ratioReturn per unit of downside risk

-0.03

Omega ratioGain probability vs. loss probability

1.38

1.34

+0.03

Calmar ratioReturn relative to maximum drawdown

2.90

4.72

-1.81

Martin ratioReturn relative to average drawdown

12.82

14.40

-1.58

USPX vs. FAAR - Sharpe Ratio Comparison

The current USPX Sharpe Ratio is 2.10, which is comparable to the FAAR Sharpe Ratio of 2.01. The chart below compares the historical Sharpe Ratios of USPX and FAAR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

USPX vs. FAAR - Drawdown Comparison

The maximum USPX drawdown since its inception was -31.21%, which is greater than FAAR's maximum drawdown of -18.03%. Use the drawdown chart below to compare losses from any high point for USPX and FAAR.


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Drawdown Indicators


USPXFAARDifference

Max Drawdown

Largest peak-to-trough decline

-31.21%

-18.03%

-13.18%

Max Drawdown (1Y)

Largest decline over 1 year

-9.15%

-5.68%

-3.47%

Max Drawdown (3Y)

Largest decline over 3 years

-19.21%

-11.54%

-7.67%

Max Drawdown (5Y)

Largest decline over 5 years

-24.60%

-18.03%

-6.57%

Max Drawdown (10Y)

Largest decline over 10 years

-31.21%

-18.03%

-13.18%

Current Drawdown

Current decline from peak

-1.43%

-5.39%

+3.96%

Average Drawdown

Average peak-to-trough decline

-4.43%

-7.83%

+3.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.07%

1.87%

+0.20%

Volatility

USPX vs. FAAR - Volatility Comparison

Franklin U.S. Equity Index ETF (USPX) has a higher volatility of 4.78% compared to First Trust Alternative Absolute Return Strategy ETF (FAAR) at 2.50%. This indicates that USPX's price experiences larger fluctuations and is considered to be riskier than FAAR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


USPXFAARDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.78%

2.50%

+2.28%

Volatility (6M)

Calculated over the trailing 6-month period

10.06%

9.71%

+0.35%

Volatility (1Y)

Calculated over the trailing 1-year period

12.65%

13.36%

-0.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.27%

12.95%

+3.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.96%

11.53%

+4.43%

USPX vs. FAAR - Expense Ratio Comparison

USPX has a 0.03% expense ratio, which is lower than FAAR's 0.95% expense ratio.


Dividends

USPX vs. FAAR - Dividend Comparison

USPX's dividend yield for the trailing twelve months is around 1.04%, less than FAAR's 9.57% yield.


PositionTTM2025202420232022202120202019201820172016
FAAR
First Trust Alternative Absolute Return Strategy ETF
9.57%11.63%3.45%3.20%5.82%6.49%3.05%1.02%0.58%2.83%0.00%
USPX
Franklin U.S. Equity Index ETF
0.82%1.07%1.23%1.35%2.21%2.40%2.51%3.07%2.91%2.60%4.89%

Frequently Asked Questions


USPX and FAAR have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

USPX has higher volatility (4.78%) compared to FAAR (2.50%). In terms of maximum drawdown, USPX dropped -31.21% vs FAAR's -18.03%.

On 10-year performance, USPX leads with 12.68% vs 4.74% for FAAR. On fees, USPX is cheaper at 0.03% per year. On volatility, FAAR has been the lower-risk option at 2.50%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, USPX has performed better with a 12.68% return vs 4.74%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

USPX is cheaper with a 0.03% expense ratio, compared with 0.95% for FAAR.

FAAR has the higher dividend yield at 9.57%, compared with 0.82% for USPX.

USPX is categorized as Large Cap Blend Equities, while FAAR is Commodities. They also come from different issuers: Franklin Templeton and First Trust. Their fees differ too: 0.03% for USPX and 0.95% for FAAR.

USPX currently has the higher Sharpe Ratio (2.10 vs 2.01), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for USPX and FAAR

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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